Privacy Policy

In accordance with the Gramm-Leach-Bliley Act and Related Federal Trade Commission Regulations, Certified Public Accountants, like all providers of personal financial services, are now required to inform their clients of their policies regarding privacy of client information.We have always been committed to the protection of our client’s privacy. As a CPA Firm and a member of the American Institute of Certified Public Accountants, a Code of Professional Conduct that is more restrictive than the provision of the FTC governs us. Additionally, we are subject to the Internal Revenue Code Section that makes it a misdemeanor to disclose tax return information other than in connection with the preparation of the return.

Types of Nonpublic Personal Information We Collect

We collect nonpublic personal information about you that is provided to us by you or obtained by us with your direct authorization.

Parties to Whom We Disclose Information

For our current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosures include, for example, providing information to our employees for use in the preparation of your tax returns. With your consent, we may provide information to unrelated third parties who need to know that information to assist us in providing services to you. In all such situations, we stress the confidential nature of the information being shared.

Protecting the Confidentiality and Security of Current and Former Client’s Information

We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with our professional guidelines. In order to guard the privacy of your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.

Please contact us if you have any questions concerning our Privacy Policy. Your privacy, our professional ethics, and the ability to provide you with quality services are very important to us.

Refunds for services rendered are not offered.

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WHAT PEOPLE ARE SAYING

★★★★★

My congratulations to you and the staff of Kmetz, Nuttall, Elwell and Graham on being recognized as one of Indian River County's Best Places to Work for 2010 by Workforce Solutions of the Treasure Coast. You and your entire staff should be extremely proud of this accomplishment. Your commitment to your business, your employees and our community is what makes the Treasure Coast a wonderful place to live.